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IYG and XLF share 84.0% of their holdings.
| Side by side | IYG | XLF | OMAH |
|---|---|---|---|
| Strategy | Sectors · Financials | Sectors · Financials | Income · Dividend stocks |
| Expense ratio | 0.37% | 0.08% | 0.95% |
| Cost per year on $10k | $37 | $8 | $95 |
| Trailing 12-mo yield | 1.07% | 1.43% | 15.34% |
| Income per year on $10k | $107 | $143 | $1,534 |
| YTD | +4.9% | +6.4% | +8.2% |
| 1 year | +10.5% | +12.0% | +10.4% |
| 3 years · per year | +26.4% | +23.5% | — |
| 5 years · per year | +8.8% | +9.1% | — |
| Worst drop · 1Y | −15.9% | −14.8% | −5.8% |
| Volatility · 1Y | 15.6% | 14.6% | 8.4% |
| Holdings | 97 | 76 | 71 |
| Assets | $2.3B | $53.1B | $1.1B |
| Leverage | None | None | None |
| Since | 2000 | 1998 | 2025 |
Highlighted = best in the row. Returns include dividends.